On today's episode of "On the Margin", Michael Howell CEO of Crossborder Capital joins the show for a discussion on the number one force driving markets, liquidity.
Discussing Michael's book titled "Capital Wars: The Rise of Global Liquidity", Howell walks through the role of global liquidity, increasing debt and volatility on today's financial system. Have these three factors made our financial system more susceptible to central bank intervention and financial crises?
Tune in to hear this discussion & much more!
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Referenced In The Show:
WTO successfully concludes negotiations on China's entry https://www.wto.org/english/news_e/pres01_e/pr243_e.htm
Transcript: US Treasury Secretary Janet Yellen on the next steps for Russia sanctions and ‘friend-shoring’ supply chains https://www.atlanticcouncil.org/news/transcripts/transcript-us-treasury-secretary-janet-yellen-on-the-next-steps-for-russia-sanctions-and-friend-shoring-supply-chains/
Suez Crisis https://www.history.com/topics/cold-war/suez-crisis
Russian gas in Germany: A complicated 50-year relationship https://www.dw.com/en/russian-gas-in-germany-a-complicated-50-year-relationship/a-61057166
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(00:00) Introduction
(00:25) The Rise of Global Liquidity
(06:25) China Entering The WTO
(12:28) How A Lack of Liquidity Leads To Financial Crises
(19:20) Is Europe The Canary In The Coal Mine?
(30:06) Bretton Woods, World Trade & The Role of The U.S Dollar
(40:00) Capital Wars Between The U.S & China
(44:53) Current Market Liquidity & Outlook
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.